SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$579M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$3.6M
3
+$3.39M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$2.23M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$1.12M

Top Sells

1
+$389K
2
+$355K
3
+$317K
4
MNST icon
Monster Beverage
MNST
+$313K
5
ETHE
Grayscale Ethereum Staking ETF Shares
ETHE
+$250K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 3.82%
3 Healthcare 3.11%
4 Financials 1.69%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32.8K 0.01%
367
-2
227
$32.8K 0.01%
57
-3
228
$32.7K 0.01%
872
-342
229
$32.5K 0.01%
904
-20
230
$31.8K 0.01%
600
-10
231
$31.5K 0.01%
188
-488
232
$31.4K 0.01%
+2,581
233
$31.2K 0.01%
490
-7
234
$31K 0.01%
205
-5
235
$30.3K 0.01%
836
-13
236
$30.1K 0.01%
71
-8
237
$29.8K 0.01%
339
238
$29.6K 0.01%
2,923
239
$28.8K 0.01%
298
240
$28.4K ﹤0.01%
249
-7
241
$28.2K ﹤0.01%
3,000
-2,012
242
$27.7K ﹤0.01%
347
+91
243
$27.7K ﹤0.01%
900
244
$27.7K ﹤0.01%
491
245
$27.2K ﹤0.01%
853
-251
246
$26.9K ﹤0.01%
326
-3
247
$26.7K ﹤0.01%
390
-23
248
$26.6K ﹤0.01%
228
-10
249
$26.5K ﹤0.01%
114
+97
250
$26.2K ﹤0.01%
283
-37
8 9
10
11 12